DVY icon

iShares Select Dividend ETF

1,296 hedge funds and large institutions have $9.13B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 395 increasing their positions, 459 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
-19
Holders Change %
-1.44%
% of All Funds
17.6%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.52%
New
80
Increased
395
Reduced
459
Closed
71
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
876
Northwest Bancshares
Pennsylvania
$332K +$7.92K +59 +2%
ERWM
877
Elk River Wealth Management
Colorado
$332K
SFWC
878
Strategic Family Wealth Counselors
New Jersey
$331K +$403 +3 +0.1%
RA
879
RFG Advisory
Alabama
$331K +$2.01K +15 +0.6%
GKWIM
880
Gerber Kawasaki Wealth & Investment Management
California
$331K +$81K +603 +32%
GBT
881
Grove Bank & Trust
Florida
$329K +$306K +2,276 +1,293%
IIC
882
Ironwood Investment Counsel
Arizona
$328K
SAM
883
Silvercrest Asset Management
New York
$327K
RB
884
Rodgers Brothers
Pennsylvania
$325K
DAS
885
Dynamic Advisor Solutions
Arizona
$325K +$26.9K +200 +9%
SIA
886
Schechter Investment Advisors
Michigan
$323K
SIA
887
Soltis Investment Advisors
Utah
$322K -$29.5K -220 -8%
UBV
888
United Bank (Virginia)
Virginia
$322K
PSF
889
Pacific Sun Financial
California
$321K
WF
890
WoodTrust Financial
Wisconsin
$318K
WP
891
Westmount Partners
California
$317K -$47.5K -354 -13%
GHAM
892
Gilman Hill Asset Management
Connecticut
$317K -$21.4M -159,018 -99%
EW
893
Elyxium Wealth
California
$316K -$3.36K -25 -1%
HCM
894
Highview Capital Management
Illinois
$315K -$103K -769 -25%
GAM
895
Grandview Asset Management
Pennsylvania
$315K -$33.8K -252 -10%
BWA
896
BlueChip Wealth Advisors
Georgia
$315K
OCM
897
Orion Capital Management
California
$313K
CG
898
Clarus Group
Texas
$313K
CA
899
Cornerstone Advisory
Maryland
$312K -$11.6K -90 -4%
CBA
900
Coastal Bridge Advisors
Connecticut
$312K +$312K +2,321 New